Category: Finance

Interview with Tom Stefaniak Certified Financial Planner (CFP®) President of Pinnacle Wealth Management Discussing the Topic of Managing Life’s Transitions

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Tom Stefaniak discusses important retirement questions, including: 1) What are some of the most significant transitions people go through in your practice? 2) What role do finances play in life transitions? 3) How do expected vs. unexpected life transitions need to be addressed? The top Life Transitions discussed are: Loss of job Divorce Major Medical Issues Death of Spouse (both expected and unexpected) Death of Parent Listen to the interview on the Business Innovators Radio Network   https://businessinnovatorsradio.com/interview-with-tom-stefaniak-certified-financial-planner-cfp-president-of-pinnacle-wealth-management-discussing-managing-lifes-transitions/ When it comes to Investing for your Best Interest Tom Stefaniak, CFP® strongly believes in…

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John J. Duddy, President of Strategic Tax and Insurance Services, Inc., Interviewed on the Influential Entrepreneurs Podcast

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John Duddy Discusses His Approach to Helping His Clients with Preparing for Retirement. He believes that life is more than a paycheck, and his mission is to ease worries and help his clients create a sound financial strategy that provides not only a steady paycheck for life but a “playcheck” as well.​  He believes that to have a safe and secure retirement, one needs to know that they are financially secure, no matter what happens. Duddy explained that “I am very excited to be bringing this education to people preparing for…

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Interview with Tom Stefaniak Certified Financial Planner (CFP®) President of Pinnacle Wealth Management Discussing the Topic, How Much Money is Enough to Retire

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Tom Stefaniak discusses important retirement questions including: How much money is enough to retire? What are the most significant risks when creating a retirement plan? What are some of the biggest mistakes people make when creating a retirement plan? Listen to the interview on the Business Innovators Radio Network     https://businessinnovatorsradio.com/interview-with-tom-stefaniak-certified-financial-planner-cfp-president-of-pinnacle-wealth-management-discussing-are-you-ready-to-retire/ When it comes to Investing for your Best Interest Tom Stefaniak, CFP® strongly believes in financial planning. Every client of Pinnacle Wealth Management has an opportunity to create a personal Wealth Plan which gives them the ability to take an in-depth…

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Jeremy Keil – CFP®, CFA Retirement-Focused Financial Planner with Keil Financial Partners, Interviewed on Influential Entrepreneurs Podcast.

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Jeremy Keil discusses his approach to helping his clients create a consistent retirement income with the Keil Financial Partners’ 5-step retirement income process. Listen to the interview on the Business Innovators Radio Network    Jeremy explained that “Retirement can be both the most exciting and scariest time of your life. You’ve spent 35+ years working hard, saving every dollar you could while still providing for your family, and now you’ve arrived at your destination: retirement! But how do you turn 35 years of savings into an income that will last…

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